Stop adding up accounts in your head. Summary Analysis rolls every connected account into one dashboard — combined equity, portfolio KPIs, a monthly heatmap and one filterable trade list.
If you trade more than one account, none of them on its own tells you how you’re actually doing. Summary Analysis aggregates them into a single portfolio view — the number that really matters, plus the breakdown behind it.
A single equity curve and a row of portfolio KPIs sum up every connected account — total balance, equity, net P&L, win rate and drawdown — so your true standing is one glance away.
A month-by-month performance heatmap colours your good and bad stretches across the whole portfolio — so seasonality and rough patches jump straight out.
A per-account breakdown shows who’s pulling their weight, and a single filterable trade list spans every account at once — search, sort and filter without switching screens.
All accounts on one curve, not a folder of tabs.
The headline numbers for your trading as a whole.
A colour map of every month across the portfolio.
Every trade from every account, filterable in one place.
Connect your accounts and get one dashboard for all of them. Free to start.
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